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之前想了很多标题,比如:马云布局阿里系,接班仍是悬念;未来三分天下,陆彭只占二分……但还是这个比较合适。

最近在杭州的无界西溪,一个阿里人非常喜欢的场地,2013年4月1日到3日,在阿里巴巴分拆成25个事业部快3个月,以及陆兆禧履新CEO后,阿里将很多媒体请过去,在几天的时间里进行了密集的业务介绍,想让媒体“摸底”。

但媒体们还无法靠一个沟通会摸到阿里系的太深的底,简六与五湖四海的老干部们想尽可能的往里摸一摸,帮大家抬头看看路。由于阿里系已经是互联网行业绕不开的存在,那么想与之发生关系的,都要随时探探阿里系的路。

一个接班人?不,三个CEO

之前针对陆兆禧的定位,给外界释放的“消息”是马云的接班人,但来自阿里的老干部们都说,在阿里系内部都知道,陆兆禧和彭蕾的地位仍是保持平行的,马云并没有落实唯一的接班人。阿里系内部的说法是“双CEO”。

如果非要量化解释的话,那就是陆兆禧执掌了三分之一的阿里,而彭蕾也执掌了三分之一,这并不是以营收规模或者业务量而划分的,而是以阿里系面对未来的重要性。

陆兆禧掌控的侧重于平台,而彭蕾自然就是金融,都称为“集团”。而另外三分之一马云也对外透露过,但其具体思路和架构上的做法外界并不是很清楚,这就是数据。马云未来一定会成立数据集团,并设立第三位CEO,地位跟陆兆禧和彭蕾平行。

之前马云的人事布局在今年一季度之前看上去有些“失衡”,使得内部认为彭蕾比陆兆禧权力更大,这就是为什么有彭蕾是“接班人”的判断,因为彭蕾兼任CPO首席人才官。只要是阿里的老干部就知道,CPO的位置有多么重要,这是阿里“价值观”的大权执掌者,某种程度上重要度不逊于CEO。而彭蕾兼任金融CEO和集团CPO,让很多阿里老干部认为,彭蕾接班的潜在机会是最大的。

但一两个月后,这一任命就被调整了,“十八罗汉”之一的戴珊接任了CPO,平台CEO和金融CEO之间又恢复了权力均衡态势。

在这一提一下阿里的CPO能干什么,首先就是可以考核业绩,阿里巴巴将企业文化“价值观”看的很重。对于价值观的考核占到了业绩考核的50%乃至可以到100%。马云说自己将花1/3的时间管理企业文化建设。

第二,有一票否决权,如果在阿里有人说一个员工“价值观不对”,那么就等于宣判死刑。阿里还设有“闻味官”,由7、8年的老员工兼职,对于新招的员工,其他环节再好,如果闻味官纯感觉觉得不合适,可以一票否决权,一票开除。

第三,HR有可以直接接手业务的权力,如果团队那个岗位有问题,懂业务的HR可以先迅速接手。

有人还会说,现在陆兆禧管着25个事业部,还当首席数据官,之前还管了数据平台事业部、信息平台事业部、云OS事业部等,现在兼得平台和数据两大版块。事实上,马云已经下决心要逐步让数据独立,成为一个集团,就如同彭蕾执掌的小微金融服务集团。

事实上,并不是简六只关注权力分配或者人才格局,而是业务布局跟人才与高管的关系是对应的。阿里系中平台、金融和数据的分立已经成为既定战略,而陆兆禧现在的代管,不意味着之后仍将兼得。未来陆兆禧可能只出任平台CEO,也可能选择变成数据CEO。另一位CEO的崛起是必然的

当三大CEO都成型,三大布局都共同支撑阿里系时,届时再来看到底是不是会有一个人真正是整个阿里系的接班人。

数据集团怎么形成?

目前数据还刚刚起步,而这个未来注定要成为阿里数据集团的部分,简六可以先摸一摸。

首先是物流会归为数据集团,因为阿里系所产生的快递包裹量占到全国总量的60%以上,这些快递信息,本质是数据的事情,是用户的消费习惯、个人信息与商家的运营信息,信用可以造假,但包裹说的都是准确的真话。

数据集团会下属阿里智能物流集团,阿里一直要建立一个智能物流骨干网(简称CSN),希望支撑日均300亿元的交易额,支撑未来1000万家新型企业的诞生。阿里正在牵头让银泰、复星、富春、四通一达、顺丰等物流和金融机构参与。

首席商业智能官车品觉领头,对平台内的消费数据,设立数据平台事业部、以及横跨其他事业部的数据委员会,车品觉在2011年从敦煌网加盟阿里,进行数据挖掘、分析,以帮助各个事业部打通底层数据基础设施,让阿里系内部能实现底层的数据的共建共享。

马云意识到,互联网就是一个垄断者生存的行业,现在的垄断是入口的垄断、平台的垄断,而未来的垄断必将进入到数据垄断阶段。

阿里系如果掌握着相当比例的实体类商品消费数据、服务类商品消费数据、金融相关数据、物流相关数据、用户与商家C&B的信息数据等等,并可以深度运营数据与实体,才能进一步成长为伟大的、长久的公司。

想不通数据可以怎么赚钱?小钱就不说了,说两个大钱,一是直接把数据用精准营销上,这是百度正在干的事,名为JBP (Joint Business Plan,联合发展计划)本质就是挖掘大数据进行广告投放,平安和1号店等在不久前都跟其签了上亿的大单,阿里作为中国第二大广告平台,也得干。二是干互联网金融,要知道,很多金融公司就是数据公司,比如保险公司,能够精算人寿数据,才能提供寿险,而对于互联网上财产数据,阿里系的数据可以支撑起保险金融公司,这都是赚大钱的方向。

设想一下,如果全中国几乎所有网民产生的与消费有关的数据都被一家公司掌握,这将是什么样的能量量级,这比假设让阿里巴巴可以开银行、开保险公司、让腾讯干移动运营商更为震撼。而执掌这个数据集团的CEO呢?他的权势应该也不逊色于任何一位CEO。

简六看点,JianliuKan.com—互联网科技老干部活动室,微信:JianliuKan,微博@镭原创
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994条评论

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  2. 设想一下,如果全中国几乎所有网民产生的与消费有关的数据都被一家公司掌握,这将是什么样的能量量级

  3. 阿里系列的东西 发展太快了

    跟不上啊

  4. 这篇文章明显拿另外2个ceo衬托车品觉,是不是车想上位啊。实际上当年车品觉是被敦煌开除的,他在阿里有没有干出过什么实际的业务呢? 呵呵

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